Here's the transcript from this week's Live Q&A Chat: June 18, 2024
Q. This morning’s bump made me punny. Do you have general thoughts on the direction of the Russell 2000 for the remainder of the calendar year?
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
What does the uniformity of agreement regarding AI mean for the markets and for us?